How to Use Communications - Campaigns

Campaigns are a way to send a set number of emails or news to students depending on whether the student has completed or not completed a piece of content.

How Do I Create a Campaign Template?

• On the Admin Navigation menu, select Communications.
• Click the Campaigns
• Click the Campaign Templates
• Click Add New Template.
  • The Campaign Template window will open to the Campaign Template tab.
    • Headline - Enter the name of the template. This is required.
    • System Template Title - If utilizing HTML Templates, this is the title that will display in the body of the email.
    • Ignore System Template - If checked and an HTML Template is being used, the HTML Template will be ignored. Note: If you are using this campaign template to send as news, check this option.
    • Text - This is the body of the Campaign Template. This is required.
    • Placeholder text - Click the Placeholder Text link to learn more about this feature, which allows you to personalize the campaign template.
    • Attachment - To attach a file to this campaign template, click Choose File.
  • Ownership tab
    • In this tab, you can select an owner(s) for the Campaign Template.
  • Click Save at the bottom of the window.

How Do I Use Distribution Lists to Send Campaigns to Specific Students?

• From the Distribution Lists tab, select Add New Distribution List.
  • This will open the Add New Distribution List
• Each tab allows you to select students based on information associated with a student:
  • User Groups - Allows you to select User Group(s) to add to the distribution list.
  • Basic User Info - Allows you to select Users to be added to the distribution list based on User information.
  • Custom User Info - Allows you to create custom SQL-like statements to add users to the distribution list. Click the Help and Examples link at the top or reach out to our help desk if you need assistance.
  • Content - Allows you to select one or more pieces of content to send emails to users who have met certain criteria within this content.
    • All Users Assigned - This will add all users to the distribution list that has the content assigned.
    • Users who have completed this content - This will add users who have completed this content to the distribution list.
    • Users who have not completed this content - This will add users who have not completed this content to the distribution list.
  • Learning Tracks - Allows you to select a learning track(s), which will add all users assigned to this learning track(s) to the distribution list.
  • Class Sessions - Allows you to select a class session(s) to send emails to users who have met certain criteria of the class session(s).
    • All Users who are enrolled in this session - This will add all users enrolled in the class session(s) to the distribution list.
    • Users who are on the wait list - This will add users who are on the wait list for this class session(s) to the distribution list.
    • Users who are not on the wait list - This will add users who are not on the wait list for this class session(s) to the distribution list.
  • Webinar Sessions - Allows you to select webinar session(s) to send emails to users who have met certain criteria of the webinar session(s).
    • All Users who are enrolled in this session - This will add all users who are enrolled in the webinar session(s) to the distribution list.
    • Users who are on the wait list - This will add users who are on the wait list for this webinar session(s) to the distribution list.
    • Users who are not on the wait list - This will add users who are not on the wait list for this webinar session(s) to the distribution list.
  • Note: You must select either Content, Learning Track, Classroom Session, or Webinar Session.
• Click Save.

How Do I Configure a Campaign to be Sent?

• From the Campaigns tab, select Add Campaign.
  • This will open the Add Campaign
    • Campaign Title - This is the title of the campaign that is displayed to admins only.
    • Campaign is active - If checked, the campaign will be active during the effective period.
    • Assignments Based On:
      • Content Completed - Will send the campaign to users if they have completed the content, learning track, classroom session, or webinar session selected in the distribution list.
      • Content Incomplete - Will send the campaign to users if they have not completed the content, learning track, classroom session, or webinar session selected in the distribution list.
      • Specific Date - Will send the campaign to users in the distribution list selected below on the specified date selected.
    • Distribution List - From the drop-down, select a distribution list to send the campaign to.
    • Campaign will send:
      • Emails - This will send the campaign template(s) in the form of emails.
      • News Items - This will send the campaign template(s) in the form of news on the student interface.
    • Number of templates - From the drop-down, select the number of templates you would like to send. Once you have selected the number of templates, the below options will appear for each item (email or news):
      • Campaign Template - From the drop-down, select a campaign template to send.
      • Days after completion - Enter the number of days after the completion of the content, learning track, classroom session, or webinar session to send the campaign. This option is shown if Content Completed was selected for Assignments Based On.
      • Days since assignment - Enter the number of days after assignment of the content, learning track, classroom session, or webinar session to send the campaign. This option is shown if Content Incomplete was selected for Assignments Based On.
    • Click Save at the bottom of the window.